News
Adam Abbas on “Making Markets” (11.29.24)
November 29, 2024
Head of Fixed Income and Portfolio Manager Adam Abbas talked about the importance of portfolio diversification as well as the opportunity set in today’s...
Portfolio Manager and Head of Fixed Income
Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds.
He started at Harris Associates in 2018 after working as a lead portfolio manager at KVK Credit Opportunity Fund LP. Prior to that, he was a portfolio manager at Driehaus Capital Management, a senior research analyst at Neuberger Berman/Lehman Brothers and an analyst at Huron Consulting Group.
Mr. Abbas earned a B.S. degree from Northwestern University (2004) and an M.B.A. from the University of Chicago (2013).
News
November 29, 2024
Head of Fixed Income and Portfolio Manager Adam Abbas talked about the importance of portfolio diversification as well as the opportunity set in today’s...
Insights
September 19, 2024
The Federal Reserve is finally catching its breath in the fight against inflation. We think the Fed’s decision will be positive for credit across...
News
August 19, 2024
Head of Fixed Income and Portfolio Manager Adam Abbas talked about the firm’s value investing approach to fixed income, key drivers for security selection...
At Oakmark, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.
Commentary
Finding clarity in complexity: Fixed income outlook for 2025
December 31, 2024
As the deficit increases and market noise continues, we are focused on finding value in fixed income assets.
Oakmark Equity and Income Fund: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered communication services company, while a Swiss-based diversified metals and mining company was a top detractor.
Oakmark Bond Fund: Fourth Calendar Quarter 2024
December 31, 2024
Fund returns were driven by security selection and asset allocation. Heading into 2025, the Fund continues to be overweight corporate credit and securitized debit while underweighting U.S. Treasurys.